| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Now Keap, this was the original small business CRM and email marketing platform known for powerful campaign builder. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($249-custom/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Campaign builder
- CRM
- E-commerce
- Automation
- Landing pages
- Invoicing
- Appointments
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Powerful campaign builder
- All-in-one
- Good automation
- Long track record
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Rebranded to Keap
- Expensive
- Complex
|
